Curt Kruse, financial advisor Chesterfield MO
93 score

Curt Kruse

CRD Number: 4504721
Current Firm: Wells Fargo Clearing Services, LLC

Curt Kruse (CRD# 4504721) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Chesterfield, MO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Chesterfield, MO Nov 2016 - Current 1
Wells Fargo Advisors, LLC Chesterfield, MO Sep 2015 - Nov 2016 1
U.s. Bancorp Investments, Inc. Des Peres, MO Nov 2010 - Sep 2015 4
Morgan Stanley Smith Barney St. Louis, MO Jun 2009 - Nov 2010 1
Morgan Stanley & Company, Incorporated Chesterfield, MO Apr 2007 - Jun 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2003
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Curt M. Kruse
Phone Number: 314-875-3000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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